Insight Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Insight Wealth Partners’s Portfolio CL Stock Details CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$208K	Hold	2,439	–	–	0.03%	135
2026 Q2	$224K	Hold	2,439	–	–	0.03%	126
2026 Q1	$208K	Sell	2,439 -414	-15%	-$36.9K	0.03%	118
2025 Q4	$225K	Sell	2,853 -1,924	-40%	-$151K	0.03%	107
2025 Q3	$382K	Buy	4,777 +9	+0.2%	+$768	0.12%	79
2025 Q2	$433K	Sell	4,768 -116	-2%	-$10.6K	0.17%	73
2025 Q1	$458K	Sell	4,884 -26	-0.5%	-$2.33K	0.08%	75
2024 Q4	$446K	Buy	4,910 +26	+0.5%	+$2.48K	0.06%	71
2024 Q3	$507K	Buy	4,884 +5	+0.1%	+$510	0.1%	69
2024 Q2	$473K	Hold	4,879	–	–	0.08%	64
2024 Q1	$439K	Buy	4,879 +125	+3%	+$10.6K	0.08%	63
2023 Q4	$379K	Hold	4,754	–	–	0.07%	57
2023 Q3	$338K	Hold	4,754	–	–	0.07%	57
2023 Q2	$366K	Hold	4,754	–	–	0.08%	55
2023 Q1	$357K	Hold	4,754	–	–	0.08%	45
2022 Q4	$375K	Hold	4,754	–	–	0.28%	38
2022 Q3	$334K	Hold	4,754	–	–	0.32%	42
2022 Q2	$381K	Hold	4,754	–	–	0.29%	42
2022 Q1	$360K	Hold	4,754	–	–	0.2%	51
2021 Q4	$406K	Buy	+4,754	New	+$371K	0.08%	55

Other funds holding CL

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Insight Wealth Partners's CL Position: Q3 2026 in Review

Insight Wealth Partners held its Colgate-Palmolive (CL) position steady in Q3 2026 at 2,439 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #135.

Insight Wealth Partners first reported a position in CL in Q4 2021 and has held it in 20 quarters since. The position peaked at $507K in Q3 2024. 1,625 funds tracked by Wall St. Rank hold CL as of Q3 2026.

Insight Wealth Partners held 2,439 shares of Colgate-Palmolive worth $208K as of Q3 2026.
Insight Wealth Partners left its Colgate-Palmolive share count unchanged in Q3 2026.
Colgate-Palmolive made up 0.03% of Insight Wealth Partners's portfolio in Q3 2026, its #135 holding.
Insight Wealth Partners first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 20 quarters since.
Insight Wealth Partners's Colgate-Palmolive position peaked at $507K in Q3 2024.
1,625 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.